As ever, if you have any questions about the below research please do not hesitate to contact us.
The new funds for each Dynamic Portfolio will be listed below, or alternatively you can view the new funds on the designated Portfolio Library page.
Performance Graphs will be over the review period unless stated otherwise.
The Dynamic Portfolio’s below are sorted A-Z.
Commentary
There are 4 Dynamic Portfolios to update this month
· Bonkers 3-Month Portfolio
· Dynamic Commodities Portfolio
· Dynamic Global Portfolio
· Dynamic UK Smaller Companies Portfolio
Bonkers 3-Month Portfolio
This portfolio lived up to its name over the period, seeing a strong rebound after a choppy July and August. It ended up just over 10% for the 3 months, pipping the FTSE World on 9.59%. The Korea fund now switches into a gold & precious metals fund.
Dynamic Commodities Portfolio
Another 3-month portfolio and a storming period, up over 20% whilst the index was up just 5.48%. The three sustainable energy funds had an excellent 3 months as things like AI/data centre power providers and solar energy suppliers (for example First Solar) did well.
The three funds now switch into three gold and silver mining funds, who continue their phenomenal run.
Dynamic Global Portfolio
There’s an issue on our analytics tool getting the figures for this portfolio but we will update them as soon as possible.
What we can say however is that the three funds change as Europe is out for Asia, and we keep exposure to the two strongest momentum poles (US growth and China) but in different funds.
Dynamic UK Smaller Companies Portfolio
A decent 6 months and virtually neck-and-neck with the index this cycle, up 11.86% vs the index up 11.98%.
As rates continue coming down, this sleeve of the UK market is well placed.
- Bonkers 3-Month Portfolio
3-Month Review
Bonkers 3-Month Portfolio: up 10.02%
FTSE World Index: up 9.59%
Review Period Performance Chart
Performance Table
| Name | 3m | 6m | 1yr | 3yr | 5yr | Since Inception (Oct 99) |
|---|
| Bonkers 3-Month Portfolio | 10.02 | 14.44 | 1.04 | 1.71 | 2.37 | 4,908.46 |
| FTSE World Index | 9.59 | 15.54 | 17.68 | 59.17 | 91.43 | 707.16 |
Risk Table
| Name | Worst Month | 5 Year Volatility * | 5-Year Monthly VaR** |
|---|
| Bonkers 3-Month Portfolio | -25.97 | 23.38 | -13.66 |
| FTSE World Index | -12.52 | 11.73 | -5.54 |
Review Table
- Dynamic Commodities Portfolio
3-Month Performance
Dynamic Commodities Portfolio: up 20.49%
Bloomberg Commodity Index: up 5.48%
Review Period Performance Chart
Performance Table
| Name | 3m | 6m | 1yr | 3yr | 5yr | Since Inception (Jan 09) |
|---|
| Dynamic Commodities Portfolio | 20.49 | 29.64 | 12.00 | 31.26 | 121.36 | 519.84 |
| Bloomberg Commodity Index | 5.48 | -2.20 | 9.22 | -9.40 | 66.90 | 18.66 |
Risk Table
| Name | Worst Month | 5 Year Volatility * | 5-Year Monthly VaR** |
|---|
| Dynamic Commodities Portfolio | -14.59 | 20.30 | -8.98 |
| Bloomberg Commodity Index | -10.88 | 13.65 | -6.82 |
Review Table
- Dynamic Global Portfolio
AWAITING DATA
Review Table
- Dynamic UK Smaller Companies Portfolio
6-Month Performance
Dynamic UK Smaller Companies Portfolio: up 11.86%
FTSE Smallcap (ex-IT) Index: up 11.98%
Review Period Performance Chart
Performance Table
| Name | 6m | 1yr | 3yr | 5yr | Since Inception (Oct 99) |
|---|
| Dynamic UK Smaller Companies | 11.86 | 4.66 | 31.34 | 51.44 | 2,382.21 |
| FTSE Smallcap (ex-IT) Index | 11.98 | 6.36 | 46.72 | 91.35 | 389.43 |
Risk Table
| Name | Worst Month | 5 Year Volatility * | 5-Year Monthly VaR** |
|---|
| Dynamic UK Smaller Companies | -22.39 | 15.31 | -5.67 |
| FTSE Smallcap (ex-IT) Index | -25.79 | 16.43 | -5.97 |
Review Table